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MBERX vs RLBAX
MBERX vs RLBAX Comparison
Open Charts MBERX vs RLBAX
NYLI Balanced Class R6
Price$31.49
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.37M
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MBERX vs RLBAX Comparison Chart in %
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MBERX vs. RLBAX commentary
Jul 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MBERX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. MBERX (446M). MBERX pays higher dividends than RLBAX: MBERX (2.30) vs RLBAX (1.18). MBERX was incepted earlier than RLBAX: MBERX (8 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MBERX (0.74). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). MBERX has a lower initial minimum investment than RLBAX: MBERX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. MBERX (6.31). RLBAX return over 5 years is better than : 37.04 vs. MBERX (18.82).
| MBERX | RLBAX | MBERX / RLBAX | |
| Total Expense Ratio | 0.74 | 1.31 | 56% |
| Annual Report Gross Expense Ratio | 0.74 | 1.31 | 56% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 5.050 | 7.651 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 252B | 0% |
| Annual Yield % from dividends | 2.30 | 1.18 | 195% |
| Returns for 1 year | 6.31 | 7.00 | 90% |
| Returns for 3 years | 20.18 | 32.45 | 62% |
| Returns for 5 years | 18.82 | 37.04 | 51% |
| Returns for 10 years | N/A | 58.01 | - |
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